Before the onset of the peak season, the passive component gains momentum. The national giant will increase the price of the full range of MLCCs (laminated ceramic capacitors) from April 1. It is reported that the average increase ranged from 40 to 50%, up from 10 in February. ~ 20% is equal to the increase in the rate of increase from 2 to 2.5 times in February.
Due to the fact that Guoju has played a global role in the MLCC specifications that are out of stock, both Japanese and Korean counterparts and EMS factory purchases are highly concerned. Although GuoGuo did not formally issue a price increase notice, it was reported by the Luzhong News that the Guoju will implement new prices from April 1. Domestic passers-by confirmed that the Guoju has launched a new wave of upward adjustment. It is estimated that On the 1st of the month, the MLCC with a specification of 0201 to 1206 will be adjusted to an average increase of 40 to 50%.
The distributors stated that this wave of upward adjustment was equivalent to the full range of price increase. The Guoju had already directly increased its price when negotiating with customers in March. Whether or not to increase the price notification has no meaning.
The national giant's average increase rate in February this year is about 10 to 20%. In other words, the rate of increase in April is 2 to 2.5 times that in February. As the peak season is approaching, orders for advance allocations are influxed, and the direct purchase price is exchanged for delivery. Shortened orders are not rare. In order to prevent customers from cutting off materials, Guo Ju began to open up a pick-up channel last year. 20% of the stock is opened on a weekly basis by vendors and EMS factories. The price is determined by the customer.
According to the vendor, the average increase of the national giant in April is 40 to 50%. This is the average value. Some deficits are those that were previously under-quoted and even have 100-800% increase.
The market originally expected the MLCC rally to slow this year, but the magnitude and scope of the increase of the country’s giants in April was even worse than that. The analysis by the channel makers was mainly due to the tight production capacity. The Japanese company Kyocera and Murata also declined. With successive production cuts, the production capacity of some commonly used materials such as 0402,0603 is very laborious. In particular, 0402105 specifications are mainly supplied to EMS factories by Murata, and the number of suppliers that can be released to the EMS is limited. Into the traditional peak season of the third quarter, the supply and demand gap may be further expanded.
Vendors pointed out that GuoGuo is a global indicator in the specifications of out-of-stock, and the situation of out-of-stock still does not seem to have improved so far. Korean manufacturers have brewing and escalating, and GuoGuo's price strategy may trigger a wave of follow-up.
Since the beginning of this year, there have been a number of manufacturers that have increased their MLCC prices. The world’s largest manufacturer, Murata, has reduced its production and price hikes. Ahua Shinco has also issued a price increase notification to clients last week to increase the price of its full range of MLCCs.
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